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Fidelity Investments

44 Mall Rd
Burlington , MA 01803 800-526-7172

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Professional and reliable. - Aug 27, 2023

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Edelman Financial Engines

25 Mall Rd #405
Burlington, MA 01803 781-993-9191

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We moved to Edelman this year because we were not happy with the performance... - Sep 21, 2021

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Bank of America

75 Middlesex Tpke
Burlington, MA 01803 781-273-6001

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Very helpful with our finances - Jul 06, 2022

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TD Ameritrade

54 Burlington Mall Rd
Burlington, MA 01803 781-203-2770

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Very knowledgeable and good at explaining everything to beginners - Jul 04, 2022

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Charles Schwab

54 Mall Rd
Burlington, MA 01803 781-505-1280

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they are the best and have the best investment tools - Jul 27, 2022

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Merrill Lynch Wealth Management

PO Box 3143
Burlington, MA 01803 800-937-0849

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No raters have left a written comment.

Risk Paradigm Group

25 Burlington Mall Rd #307
Burlington, MA 01803 888-285-8600

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SAM KEIFER, DOES THE JOB FOR ME - Apr 05, 2017

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Doble LeBranti Financial Group

1 Van de Graaff Dr #500
Burlington, MA 01803 781-418-0566

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No raters have left a written comment.

Holistic Financial & Retirement Group

1500 District Ave
Burlington, MA 01803 781-270-1505

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Have been working with Swan Shen for over 20 year and firmly believe she has... - Feb 08, 2020

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Sagamore Wealth Management

400 Tradecenter #5900
Woburn, MA 01801 781-569-5909

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Special Needs Financial Planning

80 Blanchard Rd #201
Burlington, MA 01803 781-365-8586

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Have been a client for over 15 years and their approach and results have been... - Nov 24, 2021

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.